Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why a 2024 Social Security COLA Under 4% Would Be Good News: Munnell
By John ManganaroThis would be much lower than previous years but reflects the fact that inflation is finally moderating.
July 18, 2023
5 Top Trends From Merrill's Q2 ResultsHighlights included strong recruiting in Bank of America's wealth management business.
July 14, 2023
Nominations Open for Women in Wealth Management AwardsThere are seven nomination categories, with submissions due Aug. 5.
July 13, 2023
If 90% of Clients Are Satisfied, Why Do Only 35% Make Referrals?A new survey from Julie Littlechild's Absolute Engagement shows how advisors can make clients happier.
July 13, 2023
Head of Thrivent Advisor Network Let Go Amid RestructuringCarolyn Armitage, who joined the firm two years ago, is out, along with four members of her team.
July 13, 2023
Meet the LUMINARIES Class of 2023 FinalistsOur judging panel is reviewing the list, and the winners will be announced Nov. 28 at our New York gala.
July 10, 2023
April Rudin on Threads: 'Look Before You Leap!'Marketing experts counsel advisors to take a wait-and-see approach to the new social media platform.
July 05, 2023
Bringing More Women Into the Industry Will Require EveryoneIt's not the job itself but typically culture that pushes women out of the industry, Sheryl Hickerson says.